Zoho News CRM and Zoho Desk: Boost your Productivity

Zoho has released new updates that promise to revolutionize the way companies manage their customer relationships and optimize their workflows. In this article, we explore the latest Zoho News CRM and Zoho Office, two essential tools for business management, now include enhanced functionality, smart integrations, and customizable options that help maximize efficiency and user experience.

1. Zoho CRM: News for a More Effective Customer Management

Automating Actions with Third-Party Tools

The new function of Zoho Flow Actions allows you to automate tasks not only within Zoho CRM, but also with third-party applications. Now, you can more easily integrate Zoho CRM with other tools and perform custom actions within your workflows.

Creating Winning Sales Flows with Kiosk Studio

Kiosk Studio allows you to create custom functionality without any coding. With a code-free interface, you can design flows that align with your business goals, importing data from different modules CRM and enabling custom features that optimize interaction with your records.

Optimizing Tracking with Cadences

Thanks to the Cadences, you can now automate customer follow-ups through action sequences based on their responses. This tool not only helps you improve targeting, but also uses multiple communication channels to optimize results and allow for detailed analysis of campaign performance.

CPQ Update: Guided Selling

The new functionality of guided sale CPQ (Configuration, Pricing, and Quotation) offers a more fluid experience for sales reps, suggesting suitable products through predefined questionnaires, streamlining the quote generation process.

Greater Control over the Fiscal Year

Zoho CRM now lets you choose from seven custom tax templates, making it easier to adapt to specific accounting needs and improve organization when it comes to reporting and forecasting. With templates like 4-4-5 or 5-4-4, you can divide the year into quarters and weeks.

Improvements in Currency Management

La new functionality of multicurrency allows you to manage up to five different currencies. Additionally, you can assign specific permissions to non-admin users to manage different currencies and make adjustments when a currency is not available.

Anomaly Notifications with Zia

Zia, the Zoho Artificial Intelligence CRM, you can now automatically detect anomalies in key metrics, such as a drop in leads, without additional configuration. This makes it easier to make quick decisions and correct potential problems.

Orchestrating Complex Processes with Circuits

The Circuits in Zoho CRM They facilitate the creation and automation of complex processes through a state machine-based interface. This tool allows you to integrate existing automations and, eventually, expand to microservices.

Zoho Calendar Improvements CRM

Zoho Calendar CRM now syncs with Zoho Calendar and Zoho Recruit Calendar, improving visibility into meetings and events. Additionally, the option to track tasks directly from the calendar is included, improving daily organization.

2. Zoho Desk: New Features for Better Customer Service

Zia AI and Automation to Improve Ticket Management

Zia, the AI ​​assistant, now predicts relevant ticket fields, such as priority and category, by analyzing 500 tickets to improve predictions over time. This functionality is available in the Enterprise edition and helps automate repetitive tasks.

Sequential Assignment by Shifts

Zoho Desk introduces a new option sequential assignment to distribute tickets evenly among agents. This feature keeps the workload balanced, ensuring that each agent receives their fair share of tickets.

Customized Support Plans and Contracts

You can now customize support plans in Zoho Desk, prioritizing requests based on the plan selected by the customer. This is especially helpful in offering different levels of service based on customer needs, improving the overall experience.

Templates for Smoother Messaging Experiences

With the new Zoho Desk Templates, you can optimize the support experience through canned responses and instant messaging sequences that improve customer interaction, without interruptions.

Zia Improvements: More Human Responses

Zia now supports 13 languages and generates more natural and personalized responses using knowledge base articles or open domain data. It also integrates with GPT-4, improving the quality of responses.

New ASAP Help Widget

El ASAP help widget now has a more flexible configuration and can be customized by department or self-service channel (knowledge base, Answer Bot, etc.). This update facilitates a more fluid customer experience on both web and mobile.

Mass Responses to Improve Efficiency

With the new functionality of Mass responses, you can now respond to multiple tickets simultaneously, saving time and ensuring consistent communication with customers.

New Communication Channels: Facebook Messenger and Instagram

Zoho Desk now lets you manage business communication directly from Facebook Messenger e Instagram, expanding the options for interaction with customers on social networks.

Integration with Zoho FSM

Integration with Zoho FSM (Field Service Management) enables on-site request tickets to be converted into field-ready work orders, streamlining task tracking and management in the field.

In conclusion, the New Zoho Updates CRM and Zoho Desk Zoho is designed to improve productivity, streamline data management, and enrich user experience. From intelligent automation to AI enhancements, these tools continue to offer advanced solutions that fit the needs of any business. Whether you’re looking to improve the efficiency of your sales teams or provide exceptional customer support, Zoho has the right tools to help you achieve it.